Please raise a request via email to register your interest in this topic, and for further information.
This topic includes a 2-3 week placement with a Financial Organisation. Students have the opportunity to undertake their placement interstate.
Personal financial planning has become more important for those individuals who seek some advice on financial planning, financial planners and the government regulators who ensure that ethical standards are maintained by the professionals in giving planning advice. Furthermore personal financial planning has become more prominent in the product range offered by traditional financial services providers such as banks and investment funds. This topic is presented in two main stages. First, it introduces the role of financial planners and the regulatory framework within which financial planners are required to operate. Second, it examines various aspects of personal financial planning such as credit, estate planning, insurance, investment, social security, superannuation, and taxation. These key aspects help the development and implementation of sound personal financial plans.
This topic aims to provide students with the ability to:
Timetable details for 2021 are no longer published.